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iShares Russell 2000 Growth Index shares owned by Oak Harbor Wealth Partners

Quarter-by-quarter ownership of iShares Russell 2000 Growth Index (IWO) shares owned by Oak Harbor Wealth Partners from 13F filings

Historical chart of Oak Harbor Wealth Partners investment in iShares Russell 2000 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Growth Index held by Oak Harbor Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Growth Index by Oak Harbor Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $278k 1.0k 270.80
2023-12-31 $259k 1.0k 252.22
2023-09-30 $230k 1.0k 224.15
2023-06-30 $317k 1.3k 242.66
2023-03-31 $296k 1.3k 226.82
2022-12-31 $280k 1.3k 214.52
2022-09-30 $270k 1.3k 206.74
2022-06-30 $227k 1.1k 206.36
2022-03-31 $281k 1.1k 255.45
2021-12-31 $322k 1.1k 292.73